热门板块方面 盘面上，大型科技股涨跌互现，阿里巴巴涨1.89%，百度涨0.81%。以太币创2021年来新高，比特币再 度突破12万美元，加密货币相关概念股大涨；宁德时代（300750）江西锂矿确认停产，"锂矿双雄"放量 走强；重大项目持续推进，水泥股继续活跃；苹果概念、纸业股、奶牛养殖标的等走高。另一边，黄金 关税乌龙引发金价波动，黄金股集体下挫；博彩股、餐饮股、芯片股多数疲软。 港股今三大指数今日走势不一，恒指早盘探底回升，国指及恒科指午后均震荡转跌。截止收盘，恒生指 数涨0.19%或47.99点，报24906.81点，全日成交额为2009.02亿港元；恒生国企指数跌0.08%，报8888.08 点；恒生科技指数跌0.01%，报5460.02点。 东吴证券表示，对港股持谨慎乐观态度，认为港股还处在震荡向上趋势中，下行有底。继续关注潜在增 配资金风偏。该行认为，南向资金还有提高仓位潜力；市场持续关注红利，自下而上寻找景气行业；尽 管市场明显提高了美联储降息的预期，促进股票市场反弹，但不能忽视对等关税或有风险；中长期看， 依旧担心海外上行风险。 蓝筹股表现 比亚迪（002594）电子(00285)领涨蓝筹。截至 ...

智通财经APP获悉，港股今三大指数今日走势不一，恒指早盘探底回升，国指及恒科指午后均震荡转 跌。截止收盘，恒生指数涨0.19%或47.99点，报24906.81点，全日成交额为2009.02亿港元；恒生国企指 数跌0.08%，报8888.08点；恒生科技指数跌0.01%，报5460.02点。 东吴证券表示，对港股持谨慎乐观态度，认为港股还处在震荡向上趋势中，下行有底。继续关注潜在增 配资金风偏。该行认为，南向资金还有提高仓位潜力；市场持续关注红利，自下而上寻找景气行业；尽 管市场明显提高了美联储降息的预期，促进股票市场反弹，但不能忽视对等关税或有风险；中长期看， 依旧担心海外上行风险。 蓝筹股表现 招银国际研报指出，美国总统特朗普宣布计划对半导体进口征收100%关税，但承诺在美进行大规模投 资的企业将可获得豁免。特朗普表示，由于苹果公司承诺未来四年将在美投资增加至6,000亿美元，其 产品将获得关税豁免。虽然官方细节尚未公布，但该行认为此豁免政策将对智能手机及AI伺服器供应 链领域产生积极影响。整体而言，该行认为苹果/三星/AI伺服器销售占比较高的企业将受益，如瑞声科 技、比亚迪电子、立讯精密、鸿腾精密及蓝思 ...

Group 1 - The National Index for New Energy Vehicle Batteries (980032) increased by 2.81% as of August 11, 2025, with significant gains in constituent stocks such as Xinzhou Bang (300037) up 11.38%, Hunan Youneng (301358) up 10.89%, and Ganfeng Lithium (002460) up 9.99% [1] - The mining license for the Jiangxiawo mining area under CATL expired on August 9, leading to a formal suspension of operations, which has caused a significant increase in lithium carbonate futures by 11.15% to 77,000 yuan/ton [1] - Despite a slight increase in lithium carbonate inventory, the upcoming peak demand season ("Golden September and Silver October") is expected to support lithium prices, indicating a clear trend of price rebound due to supply disruptions and recovering demand [1] Group 2 - Recent increases in lithium carbonate prices are expected to drive profitability recovery in the battery and cathode material sectors, highlighting investment opportunities in these areas [2] - CATL's output of power batteries and energy storage batteries exceeded 270 GWh in the first half of 2025, representing a year-on-year growth of nearly 32%, with a capacity utilization rate of 90% [2] - As terminal demand continues to improve, CATL is accelerating its capacity expansion, with a total capacity of 690 GWh and an additional 235 GWh under construction, aiming for a total planned capacity of 925 GWh [2]

人民财讯8月11日电，港股收盘，恒生指数涨0.19%，恒生科技指数跌0.01%，赣锋锂业（002460）涨超 20%，天齐锂业（002466）涨超18%。 ...

主力净流入行业板块前五：新能源汽车，国产软件，锂电池，医药，PCB板； 主力净流入概念板块前五：华为产业链，人工智能，大数据，区块链，数字 经济； 主力净流入个股前十：同花顺、贵州茅台、东方财富、利欧股份、新易盛、恒宝股份、赣锋锂业、富临精工、歌尔股份、胜宏科技 自去年九月中国宏观经济政策产生积极变化后，全球投资者对中国资产的兴趣日益浓厚，包括A股和港股市场。他指出，港股相较于美元资产更具吸引力， 投资者可以从中国公司的基本面改善和估值回升中获益，港元汇率与美元挂钩也进一步推动了对港股的需求。凭借市场深度和估值优势，A股表现有望追上 港股。从市场来看，中东紧张局势降温，提振了A 股市场风险偏好，板块上建议关注金融、机械设备、大消费和TMT 等板块。 育儿补贴覆盖全国范围、力度较大，地方可根据财力适当提标。《育儿补贴制度实施方案》提出，从2025 年1 月1 日起，对符合法律法规规定生育的3 周岁 以下婴幼儿发放补贴，至其年满3 周岁。以国家基础补贴标准计算，我们估计全国每年育儿补贴金额约千亿量级。此外，地方可以根据财力适当提标，提标 部分所需资金由地方财政自行承担，通过中央与地方协同发力，形成多层次、立体化的 ...

连板股方面，长城军工8天6板，北纬科技6天5板，吉视传媒6天4板，航天科技5天4板，*ST创兴6天3 板，海立股份、洪田股份（维权）4天3板，赛诺医疗、上海港湾3连板，野马电池、皖通科技4天2板， 华胜天成、特发信息（维权）等3天2板，万通发展（维权）、新疆交建等2连板，麦格米特、大族激光 等涨停。 北京文化、金利华电、*ST元成（维权）、*ST苏吴（维权）等跌停。 8月11日，A股全天下来共有84只涨停股、12只跌停股。锂矿概念活跃，赣锋锂业、天齐锂业等涨停； PEEK材料概念走强，中欣氟材5天4板，金发科技、超捷股份等涨停。 ...

8月11日，A股三大股指集体上涨，创业板指涨近2%，沪指盘中继续走强，再刷年内新高。截至午盘， 沪指涨0.51%，深成指涨1.48%，创业板指涨1.99%。 沪深两市半日成交额合计为11355亿元，较上个交易日增加585亿元，已连续53个交易日突破1万亿元。 个股涨多跌少，市场共4300只个股上涨，其中69只个股涨停；954只个股下跌。 机器人板块再度领涨 PEEK材料概念股涨超6% 盘面上，机器人板块再度领涨，PEEK材料概念股涨超6%，光模块CPO概念股火热。 "宁王"承认停产 消息面上，宁德时代8月11日在互动平台表示，公司在宜春项目采矿许可证8月9日到期后已暂停了开采 作业，正按相关规定尽快办理采矿证延续申请，待获得批复后将尽早恢复生产，该事项对公司整体经营 北交所个股华密新材在上周五大幅回调后再次大涨，截至午盘收盘，华密新材涨近17%。此外，新瀚新 材涨超11%、中欣氟材涨停，凯盛新材、中研股份、聚赛龙、富恒新材等均上涨。 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 总市值 | 年初至今 | | --- | --- | --- | --- | --- | --- | | 836247 | 华密 ...

Market Overview - The Shanghai Composite Index reached a new high for the year, closing at 3647.55 points, up 0.34% [2] - The Shenzhen Component Index closed at 11291.43 points, up 1.46% [2] - The ChiNext Index closed at 2379.82 points, up 1.96% [2] - Overall, more than 4100 stocks rose, indicating a bullish market sentiment [1] Key Sectors - **PEEK Materials**: This sector led the market with significant gains, with companies like Shuangyi Technology and Chaojie Co. hitting the daily limit [1] - **Lithium Mining**: Stocks in this sector also saw substantial increases, with Ganfeng Lithium hitting the daily limit [1] - **Battery Sector**: Companies like Yema Battery experienced a surge, closing at the daily limit [1] - **Declining Sectors**: Gold-related stocks showed weakness, with Chao Hong Ji and Chi Feng Gold leading the declines [1] - **Banking Sector**: Major banks like Everbright Bank and Shanghai Rural Commercial Bank faced notable declines [1] - **Shipbuilding Sector**: Companies in this sector, including China Shipbuilding and Jiu Zhi Yang, also experienced downturns [1] Hotspot Sectors - **Lithium Mining**: Companies such as Shengxin Lithium Energy and Tianqi Lithium saw price increases. Notably, CATL announced a temporary suspension of mining operations at its Yichun project due to the expiration of its mining license, but stated that this would not significantly impact overall operations [4] - **PEEK Materials**: Companies like Zhongxin Fluorine Materials and Huami New Materials reported gains. According to a report by Sullivan Consulting, the domestic demand for PEEK materials is projected to grow from 2334 tons in 2022 to 5079 tons by 2027, representing a compound annual growth rate of approximately 16.8% [5]

（原标题：美银证券：宁德时代(03750)宜春锂矿停产令供应减少 升赣锋锂业(01772)及天齐锂业(09696)评级至"买入" 大幅上调目标价） 该行将赣锋锂业(01772)评级由"跑输大市"一举上调至"买入"，目标价由17港元大幅升至35港元，又将天齐锂业(09696)评级由"跑输大市"一举升 至"买入"，目标价由21港元大幅上调至50港元。 智通财经APP获悉，美银证券发布研报称，宁德时代(03750)江西宜春锂矿工厂因采矿许可证到期，自8月10日暂停生产。由于当地政府要求8个锂 矿工厂完成资源核查报告，如果检查变得更加严格，部分供应或需要暂停。该行表示，宁德时代的供应减少，加上旺季需求，或导致每月5,000至 1万吨碳酸锂当量(LCE)去库存，今年底的库存或会下降至约10万至11万吨的水平。 ...

Core Viewpoint - The report from Bank of America indicates that CATL's lithium mine factory in Yichun, Jiangxi, has suspended production due to the expiration of its mining license, which may lead to reduced supply and increased demand during the peak season [1] Group 1: Company Impact - CATL's supply reduction, combined with seasonal demand, could result in a depletion of 5,000 to 10,000 tons of lithium carbonate equivalent (LCE) per month, potentially lowering inventory levels to approximately 100,000 to 110,000 tons by the end of the year [1] - Ganfeng Lithium's rating has been upgraded from "Underperform" to "Buy," with a target price raised from HKD 17 to HKD 35 [1] - Tianqi Lithium's rating has also been upgraded from "Underperform" to "Buy," with a target price increased from HKD 21 to HKD 50 [1]